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Senior IFA Administrator

Job LocationBonehill
EducationNot Mentioned
Salary26,000 - 30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

An excellent opportunity for a financial advice administrator to join a directly authorised company in Tamworth. The firm is looking for an experienced IFA administrator who can confidently hit the ground running.The Company:

  • An independent financial advisory firm with over 20 years of experience in the industry
  • Small, close-knit team looking for their next addition
  • Providing a range of advice including pension and investment provision, estate protection and wealth preservation
The Benefits:
  • A salary range of £26,000 - £30,000
  • Hybrid working split between office and home
  • Pension Scheme and 25 days holiday plus bank-holidays
The Role:
  • You will be supporting advisors by attending client meetings, preparing documents and investment valuations.
  • Other duties include general admin such as new business tracking and dealing with client inquiries
  • Some report writing involved
  • Monday - Friday, 9.00am - 5.30pm
If interested, please hit the "apply now" button below!

Keyskills :
Administrative SupportClient MeetingsFinancial ServicesGeneral AdminReport Writing

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